Nonprofit · EIN 94-0283417
ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA
Also known as VALLEY OF SANTA ROSA & COORD BODIES
Tax-exempt · SANTA ROSA, CA 95404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $148,888 | $152,999 | -$4,111 | $2,457,617 | $84 | $2,457,533 |
| December 31, 2023 | 990 | $45,867 | $148,827 | -$102,960 | $2,311,401 | $84 | $2,311,317 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $11,604
- Membership dues
- $6,777
- Program service revenue
- $14,108
- Investment income
- $122,497
- Net gain from sales of assets
- $50,585
- Other revenue
- $679
Expenses
- Grants and similar amounts paid
- $28,460
- Compensation of officers, directors and key employees
- $25,200
- Salaries, compensation and benefits (total)
- $27,562
- Professional fundraising fees
- $0
- Accounting fees
- $2,470
- Occupancy
- $13,100
Balance sheet and other
- Total assets, start of year
- $2,311,401
- Total assets, end of year
- $2,457,617
- Total liabilities, end of year
- $84
- Net assets, end of year
- $2,457,533
- Publicly traded securities
- $2,408,931
- Net assets without donor restrictions
- $2,457,533
- Gross receipts
- $987,688
- Employees
- 2
- Volunteers
- 177
- Year formed
- 1905
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EUGENE JEANNE | GENERAL SECRETARY Trustee or director, Officer | 20 | $16,800 |
| JEFFREY M SCHLOO | ASSISTANT SECRETARY Trustee or director, Officer | 20 | $8,400 |
| RICHARD FONSECA | PERSONAL REPRESENTATIVE Trustee or director, Officer | 20 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Eugene Jeanne | General Secreta Officer | 20 | $16,800 |
| Jeffrey M Schloo | Treasurer Officer | 20 | $8,400 |
| RICHARD A FONSECA | Personal Repres Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 855 7TH ST, SANTA ROSA, CA 95404-4213
- Principal officer (990 for 2024)
- EUGENE JEANNE, 1150 N MCDOWELL BLVD SUITE 750543, PETALUMA, CA 94975
- Signed the 990
- EUGENE JEANNE, SECRETARY
- Phone
- (707) 338-2831
- Website
- SANTAROSASCOTTISHRITE.ORG
- Return prepared by
- GREEN HASSON & JANKS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-0283417 or by the name ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE VALLEY OF SANTA ROSA OPERATES EXCLUSIVELY AS A SUBORDINATE ORGANIZATION OF THE SCOTTISH RITE OF FREEMASONRY, SUPREME COUNCIL 33RD DEGREE, SOUTHERN JURISDICTION, LOCATED IN WASHINGTON DC. OUR VALLEY IS A DOMESTIC FRATERNAL ORDER, WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE SCIENTIFIC, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES.
Program accomplishments
- THE LODGE IS DELICATED FOSTERING A COMMUNITY COMMITTED TO PERSONAL GROWTH AND PHILANTHROPY. THROUGH VARIOUS PROGRAMS AND EDUCATIONAL RESOURCES, THE LOADGE AIMS TO SUPPORT ITS MEMBERS AND THE BROADER COMMUNITY. THE LODGE CONDUCTS MONTHLY BUSINESS MEETINGS AND DEVOTES 60% OF THEIR TIME IN MEMBER MEETINGS WHERE THEY DISCUSS ITS OPERATIONS AND CHARITABLE ACTIVITIES.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-0283417
- Tax-exempt status
- 501(c)(10): Domestic fraternal society
- Exempt since
- 1940
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,457,617
- Income (IRS master file)
- $987,688
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $148,888 | $152,999 | $2,457,617 | IRS |
| 990 | December 2023 | $45,867 | $148,827 | $2,311,401 | XML |
| 990 | December 2022 | $63,445 | $107,566 | $2,255,080 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-0283417).
Questions about ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA
- What is the EIN of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA?
- The employer identification number (EIN) of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA is 94-0283417.
- Is ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(10) since 1940.
- Which annual return does ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA?
- The 990 for the year ended December 31, 2024 names EUGENE JEANNE.
- Who are the officers and directors of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA?
- The 990 for the year ended December 31, 2024 lists 3 people; 2 received compensation from the organization, the highest $16,800 (EUGENE JEANNE, GENERAL SECRETARY).
- How much revenue does ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $148,888, expenses of $152,999 and total assets of $2,457,617 at year end.
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- SONOMA COUNTY INDIAN HEALTH PROJECT INC EIN 94-1741896 · last filed 990 for 2025
- COMMUNITY CHILD CARE COUNCIL OF SONOMA COUNTY INC EIN 94-2274620 · last filed 990 for 2025
- CANINE COMPANIONS FOR INDEPENDENCE EIN 94-2494324 · last filed 990 for 2025
- COMMUNITY FIRST CREDIT UNION EIN 94-1541515 · last filed 990 for 2024
- ST JOSEPH HOME CARE NETWORK EIN 68-0331084 · last filed 990 for 2024